Purchases and Sales Made in Q2 2022 in Ishares Tr Esg Msci Em Leaders (LDEM)
This table provides information about the institutional ownership of Ishares Tr Esg Msci Em Leaders (LDEM) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES TR ESG MSCI EM LEADERS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
76.9K+ 130.05% |
$3.59M - $4.3M
|
136K
$6.39M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
20.6K+ 22.05% |
$959K - $1.15M
|
114K
$5.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 146.12% |
$645K - $772K
|
23.3K
$1.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
11.1K+ 75.05% |
$519K - $622K
|
26K
$1.22M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.56KNew |
$259K - $311K
|
5.56K
$261K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.44KNew |
$254K - $304K
|
5.44K
$255K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.3K+ 26.14% |
$247K - $296K
|
25.6K
$1.2M
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.07KNew |
$236K - $283K
|
5.07K
$238K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.7K+ 67.39% |
$219K - $263K
|
11.7K
$549K
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 25.73% |
$210K - $252K
|
22K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.03K+ 12.02% |
$188K - $225K
|
37.5K
$1.76M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
2.94KNew |
$137K - $164K
|
2.94K
$138K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.85K+ 44.77% |
$133K - $159K
|
9.21K
$433K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.23K+ 24.09% |
$57.5K - $68.8K
|
6.35K
$298K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19K+ 34.82% |
$55.6K - $66.5K
|
4.61K
$217K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
859+ 6.66% |
$40.1K - $48K
|
13.8K
$646K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
670+ 4.08% |
$31.3K - $37.4K
|
17.1K
$802K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
350+ 9.42% |
$16.3K - $19.6K
|
4.07K
$191K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
219New |
$10.2K - $12.2K
|
219
$10.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
133+ 38.0% |
$6.2K - $7.43K
|
483
$22.7K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
120+ 1.08% |
$5.6K - $6.7K
|
11.2K
$527K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
91New |
$4.25K - $5.08K
|
91
$4.27K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
77+ 0.66% |
$3.59K - $4.3K
|
11.8K
$552K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
61+ 82.43% |
$2.85K - $3.41K
|
135
$6.34K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1- 0.03% |
$46.7 - $55.9
|
3.05K
$143K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.74% |
$327 - $391
|
940
$44.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-57Closed |
$2.66K - $3.18K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-63Closed |
$2.94K - $3.52K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-210Closed |
$9.8K - $11.7K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-450- 23.43% |
$21K - $25.1K
|
1.47K
$69.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-615- 81.24% |
$28.7K - $34.4K
|
142
$6.67K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.23K- 49.36% |
$57.2K - $68.6K
|
1.26K
$59.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 74.2% |
$92.6K - $111K
|
690
$32.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.17K- 26.87% |
$101K - $121K
|
5.91K
$277K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.74KClosed |
$175K - $209K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.76KClosed |
$176K - $210K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.16KClosed |
$194K - $232K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-4.17KClosed |
$194K - $233K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.18KClosed |
$242K - $289K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-6.96KClosed |
$325K - $389K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.39K- 43.07% |
$345K - $413K
|
9.77K
$459K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.51KClosed |
$350K - $419K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.19K- 71.86% |
$382K - $458K
|
3.21K
$151K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.23KClosed |
$384K - $460K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.92K- 47.2% |
$463K - $554K
|
11.1K
$521K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-12.8KClosed |
$597K - $715K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-15.3K- 26.6% |
$716K - $857K
|
42.3K
$1.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.8KClosed |
$831K - $996K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26K- 31.3% |
$1.21M - $1.45M
|
57.1K
$2.68M
|